Sound familiar?
- Leads from DSAs and campaigns are not called quickly
- Documents pending with no follow-up
- No visibility from login to disbursal
- Rejected and dropped cases are not analysed
BFSI and lending
CRM for loan and insurance sales teams
Cheetah’s BFSI setup follows every application from first contact to documents collected, login and sanction, and disbursal — for home, business and gold loans and insurance.
- Home loans
- Business loans
- Gold loans
- Insurance
- Disbursal
With Cheetah
- Lending stages
- Fast response
- Doorstep visits
- Funnel reports
How Cheetah works for bfsi and lending
Lending stages
New, contacted, documents collected, login/sanction, disbursed, and rejected/dropped.
Fast response
Leads are assigned automatically with a deadline to call, and calls are logged.
Doorstep visits
Check-ins for customer visits and document pickups, with photos.
Funnel reports
Conversion and drop-offs by stage, source, product and executive.
Also included: lead capture and assignment, follow-ups, pipeline, products and pricing, targets, field visits. See how Cheetah compares.
Questions people ask
Does Cheetah come set up for bfsi and lending?
Yes. Cheetah has a ready bfsi and lending setup with the right account types, products, stages and visit forms. You can change any of it later without paying for customisation.
Does the app work without internet?
Yes. Reps can see their plan, check in, fill visit forms and create leads offline; everything syncs when the phone is back online.
How much does it cost?
Starter is ₹599, Growth ₹999 and Enterprise ₹1,499 per user per month before GST. Every plan starts with a free trial.
See Cheetah set up for bfsi and lending.
Free trial on every plan. We set up your industry template and import your data from Excel.